Hey, it’s Marc. ✌️

This week's hyper-curated insights on consumer Web3, crypto, gaming, and AI, shaping the future of consumer engagement. My highlights:

NFTs are back (at least partially): Doodles, a blue chip collection, goes big with a cinema movie. Also: Versace enters gaming with Fortnite 💥 We’ll take it apart.

Plus: Rumors broke that Trump will announce a USA 210,000 Bitcoin strategic reserve, if re-elected. We’re witnessing a pivotal moment in the intersection of crypto and politics.

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📚 My Top 6 Reads

  • Polymarket: The Truth Machine. By Marc Baumann. Link

  • What is Old is New Again. By Gergely Orosz. Link 

  • A Pivotal Moment for Crypto. By George Kaloudis. Link

  • Prediction Markets: Bottlenecks and the Next Major Unlocks. By 1kx. Link

  • Getting LLMs and AI agents on-chain (audio). With Scott Dykstra. Link

  • Bitcoin miners seek deals with AI companies. By Financial Times. Link

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✨ Web3 & Consumer

Doodles coming to life

NFT project Doodles has released the official trailer of ‘Dullsville and the Doodleverse’, directed by Burnt Toast, with music by Pharrell Williams and produced by Golden Wolf.